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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,352 | $110,410-74.3% | $102,437-72.3% | $145,897-80.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.41% | 24.85%-15.4pp | 24.95%-15.5pp | 552.29%-542.9pp |
| Employer contribution / active EE | $4,607 | $4,217+9.3% | $3,871+19.0% | $4,663-1.2% |
| Participant deferral / active EE | $5,183 | $5,622-7.8% | $5,060+2.4% | $6,689-22.5% |
| Admin fee / account holder | $279 | $9,745-97.1% | $8,388-96.7% | $13,390-97.9% |